Platinum Conservative
We offer our top-tier equity strategies for a conservative investor with a low-risk appetite, aiming to generate slightly higher returns while maintaining risk tolerance.
Risk Level: Moderately Low
Min Investment: ₹25 Lakhs
![30 Days Return](/static/images/icons/average-return.png)
30 Days Return:
-0.28%
![90 Days Return](/static/images/icons/best-year.png)
90 Days Return:
4.56%
![365 Day Return](/static/images/icons/worst-year.png)
365 Day Return:
20.44%
![Annualised Returns](/static/images/icons/average-return.png)
Annualised Returns:
10.61%
Strategy Specifications
Strategy Inception Date | Jan. 1, 2016 |
Min Investment | ₹25 Lakhs |
Strategy Type | Diversified Portfolio |
Asset Classes | Equity Debt |
Universes | Large Caps Money Market Multi Caps Small Caps Sovereign debt |
Investment Styles | Multi-Asset Momentum Multi-Strategy Factor Investing Rotation |
Instruments | ETFs |
Rebalancing Frequency | Monthly |
Volatility | Moderately Low |
Strategy Description
With only 20% allocation to equity strategies, the goal of this portfolio is to outperform other investment options avaiaible to an investor with a low risk appetite.
Asset Allocation
Strategy Selection
Category | Weight |
---|---|
Debt Allocation | 80.00% |
MNC Momentum | 12.00% |
Cruise Momentum | 8.00% |
Platinum Conservative | FBC Generic Blended Conservative Benchmark | |
---|---|---|
30-day returns | -0.28% | 1.02% |
90-day returns | 4.56% | 3.48% |
YTD returns | 12.25% | 7.10% |
1-year returns | 20.44% | 12.51% |
Returns since inception | 137.34% | 96.11% |
Annualised returns | 10.61% | 8.18% |
Best year returns | 16.89% | - |
Worst year returns | -3.92% | - |
Sharpe ratio | 0.99 | 0.35 |
Max drawdown percent | -4.68% | -7.19% |
Discalaimers
Historical simulations or live model portfolio performance is provided for informational purposes only to indicate historical performance had Flameback Strategies been available to investors.